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Investment Research Associate

Investment Research Associate

ICG AdvisorsLa Verne, CA, United States
6 days ago
Job type
  • Full-time
Job description

Company Description

ICG Advisors, LLC (ICG) is an independent, SEC-registered investment advisor based in Los Angeles. The firm advises approximately $8 billion of assets for ultra-high net worth individuals and institutional clients. Portfolios are custom-built using a blend of traditional money managers (long-only stocks and bonds) and alternative strategies (e.g. long / short equity and credit, event-driven, structured credit, private equity, private credit, real estate).

Job Description

ICG is looking for a Research Associate to be part of a small, collaborative team. The job is full-time, in ICG’s offices in Los Angeles, CA.

Specific responsibilities will include :

  • Responsiveness, excellent communication and listening skills, with the ability to function well as part of a small team.
  • Working with the investment team to source, diligence and underwrite prospective investments across asset classes. This will include, but not be limited to, industry / strategy research, fund evaluation, financial modeling, meetings with managers, risk analysis and formulation of investment theses.
  • Monitoring existing positions, themes and exposures in the portfolio and continuously challenging the validity of the investment thesis.
  • Leading investment manager meetings.
  • Mentoring Research Analysts.
  • Analyzing performance, expense, attribution and other data.
  • Assisting in monitoring and producing reports on the capital markets and investment strategies.
  • Preparing memos on investment opportunities to be shared with clients.
  • Leading and contributing to special projects related to various markets, investment strategies, sectors, and geographies.

Qualifications

  • 3+ years allocating experience
  • Strong knowledge of alternative strategies and structures
  • Undergraduate degree required.
  • Outstanding attention to detail
  • Ability to analyze complex qualitative and quantitative data
  • Intellectual curiosity
  • Strong Excel skills
  • Compensation / Benefits

    ICG Advisors offers a competitive salary and benefits package, with the final compensation offer to be determined based on individual qualifications and experience.

    Please email resume and cover letter, addressed to Yatin Patel, to ypatel@icgadvisors.com

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    Investment Associate • La Verne, CA, United States